Nvidia: Another Strong Quarter Reaffirms Investment Case


  • Nvidia Corporation’s strong growth continues, supported by supply constraints in the market, largely derisking the investment case.
  • Earnings results and outlook exceeded expectations, driven by growth in the data center segment.
  • Intel and AMD’s competitive offerings pose minimal financial implications for Nvidia in the near- to medium-term.

Nvidia headquarters in Santa Clara, California, USA


Investment Thesis

Even a year after the strong growth began for Nvidia Corporation (NASDAQ:NVDA), it still seems to continue at quite a pace. Meanwhile, the stock’s valuation is at least matched by the company’s growth. Given the reports regarding

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